Samuel Wood is a financial advisor with Edward Jones in Honolulu, Hawaii, holding Series 66 and Series 63 designations and bringing 10 years of industry experience. His prior work includes five years at Morgan Stanley and five years managing his own firm, Wood Capital Investments. Outside of advising, he is an owner involved in managing a real estate LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm also offers tax-efficient services and operates under a fiduciary standard.

Kenji Carroll is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at LPL Financial since 2024 and previously spent over a decade with Carroll Capital Management and Crown Capital Securities, LP. Carroll also provides tax preparation and accounting services through Carroll Capital Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Phuong Doan is a financial advisor at Morgan Stanley in Honolulu, HI, holding a Series 66 designation. Doan joined Morgan Stanley in 2026 and previously worked in education for seven years at the University of Hawaii at Manoa, McKinley High School, and Washington Middle School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs for individuals and institutional clients. The firm focuses on structured financial planning using firm-approved tools and offers services including estate planning and corporate financial planning agreements.

Darlene Mikami is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and 65 licenses and 11 years of industry experience. Her prior experience includes roles at Raymond James Financial Services and First Hawaiian Bank. Outside of her advisory work, she is involved in real estate as a sole proprietor and manages estate administration responsibilities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm employs structured planning tools and a disciplined investment approach while providing services primarily in an advisory capacity.

Robert Eberlin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the Chartered Financial Analyst® (CFA®) designation, the Chartered Alternative Investment Analyst® (CAIA®) designation, and the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, making him one of only three advisors within Merrill Lynch Wealth Management's division of over 15,000 advisors to have achieved all three designations. He has been a financial advisor for over 12 years with Merrill Lynch and has over 17 years of investment experience. Mr. Eberlin graduated from Bates College with a Bachelor of Science degree in Economics. He is also a graduate of Iolani School and Philips Academy. His expertise includes college education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income planning. He lives in Hawaii Kai with his wife and four children. In his free time, Robert enjoys coaching youth basketball and has been involved in his community through youth sports.

Roxanne Dante is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2017, including time with Morgan Stanley Private Bank, N.A. Prior to that, she was at Wells Fargo Clearing and Prudential Equity Group. Outside of advisory activities, she manages a rental property in Papaikou, Hawaii. Morgan Stanley Wealth Management offers a wide array of advisory programs to both individual and institutional clients, focusing on tailored financial planning and a structured discovery process that utilizes firm-approved tools and modeling techniques.

Sar Kun Moy is a Series 66-licensed financial advisor with Morgan Stanley in Honolulu, Hawaii, with 12 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory role, Moy serves as a board member and presides over the Executive Board of the Chinese Chamber of Commerce of Hawaii from 2024 to 2025, representing the organization at social and cultural events. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. Their planning approach involves structured discovery and firm-approved tools, with an emphasis on advisory services rather than direct security recommendations.

Matthew Wong is a financial advisor at LPL Financial with 17 years of industry experience and holds a Series 66 credential. He has worked at LPL Financial since 2011, with additional experience at Cetera Investment Services, American Savings Bank, and Ameriprise. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Janet Andres is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Her career includes roles at Citigroup Global Markets from 1993 to 2009, followed by positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and the Global Investment Committee’s return estimates to support its advisory approach.

Charles Holt is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Edward Jones since 1996. He participates as an Investment Committee Member for the Partners in Development Foundation in Honolulu. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large network of advisors and branch offices.

Gavin Sumimoto is a Series 66-credentialed financial advisor with 16 years of industry experience, currently with Ameriprise Financial Services LLC in Honolulu, HI. He has been with Ameriprise and its predecessor entities continuously since 2016. Outside of his advisory role, he has real estate ownership interests. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing tax-aware retirement income planning developed by a centralized team in collaboration with the client’s financial advisor.

Kent Mannina is a financial advisor with Cetera, based in Honolulu, HI, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank, N.A., and currently serves as a relationship manager for Bank of Hawaii, assisting clients with various banking services including account management and financial guidance. Cetera Investment Advisers LLC is an SEC-registered firm providing a broad range of investment management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers multiple program options and access to both affiliated and third-party managers, managing more than $256 billion in assets.

Kirk Barth is a financial advisor with OSAIC based in Honolulu, HI, holding CFP® and ChFC® designations and possessing 36 years of industry experience. His prior work includes roles at Royal Alliance, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Outside of his advisory work, he serves on a homeowners association board and owns businesses focused on financial planning for special needs families and insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm combines brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to offer tailored portfolio management and integrated financial solutions.

Ronald Kuhn is a financial advisor with Cetera who holds a Series 66 designation and has 22 years of industry experience. He has worked with Cetera and affiliated entities since 2016, including Crown Wealth Management and Summit Financial Group. Outside of his advisory work, he assists with a real estate staging business operated by his spouse and refers clients to identity protection services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and consulting services, with access to both affiliated and third-party managers across multiple program structures.

Brian Ching is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Osaic since 2018, following five years at Jhfn Sii. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that can include stocks, bonds, options, mutual funds, ETFs, and alternative investments, supporting both discretionary and non-discretionary accounts.

Roberto Duran is a financial advisor with OSAIC, holding a Series 66 designation and 26 years of industry experience. He previously spent 25 years with Lincoln Financial Advisors. Outside of his advisory work, he is involved in managing insurance-related business entities that offer disability, long-term care, and life insurance products. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors and diverse advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that may include various securities and alternative investments.

Grace Watanabe is a financial advisor at Merrill in Honolulu, HI, with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill Lynch since 1998. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies constructed by internal teams and third-party managers.

David Kimura is a financial advisor at Cetera with 27 years of industry experience. He has held roles at Cetera since 2024 and previously worked at Hawaii State Federal Credit Union and CUSO Financial Services. Kimura holds Series 63 and Series 65 licenses. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple investment platforms and third-party managers.

Kanoi Lam is a CFP® professional with 28 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He previously worked at Stifel Independent Advisors, LLC, KWM Wealth Advisory, Radiance Wealth Services, and Wells Fargo Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advice using various analytical tools and supports a wide network of advisors with specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Tsuyoshi Tsurumi is a financial advisor with Cetera who holds a Series 66 designation and has five years of industry experience. His prior roles include positions at Bankoh Investment Services, Raymond James Financial, First Hawaiian Bank, and S&P Partners LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.